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The Brexit Farce

April 8th, 2017 · No Comments

  • The UK is embarking on Brexit, a process of truly daunting complexity for which there is a two year time frame that most think is way too short.
  • The resulting upheaval will consume British policy making for at least a decade or more.
  • We don’t see much upside, but there are significant risks and banana peels on the way.
  • While even the British government’s own research shows that the economy will suffer in the process, the pound will absorb much of the shock.
  • So we expect British equities to be little affected in general, but bonds and the pound will face structural headwinds.

The Brexit Farce | Seeking Alpha

Tags: Brexit